Institutional Ownership Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD). We have compiled data on the 1,955 institutions that hold shares in the stock, with a total of 850 Million shares, which have been reported (via 13F filing form) to have a value of $23.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
794,672
shares
|
$21.9 Million
1.95% of portfolio
|
Q4 2024
Added 240.82%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
788,881
shares
|
$21.8 Million
3.87% of portfolio
|
Q4 2024
Added 161.83%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
783,827
shares
|
$21.6 Million
1.64% of portfolio
|
Q4 2024
Added 229.33%
|
|
|
Financial Consulate, Inc
|
Jan 31, 2025 Q4 2024 |
776,613
shares
|
$21.4 Million
5.9% of portfolio
|
Q4 2024
Added 197.87%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
767,433
shares
|
$21.2 Million
6.39% of portfolio
|
Q4 2024
Added 249.97%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
758,852
shares
|
$20.9 Million
1.96% of portfolio
|
Q4 2024
Added 201.2%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
758,594
shares
|
$20.9 Million
0.24% of portfolio
|
Q4 2024
Added 188.46%
|
|
|
Clifford Group, LLC
Wayland, MA |
Feb 12, 2025 Q4 2024 |
757,198
shares
|
$20.9 Million
15.77% of portfolio
|
Q4 2024
Added 213.25%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
752,814
shares
|
$20.8 Million
0.71% of portfolio
|
Q4 2024
Added 229.18%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
746,769
shares
|
$20.6 Million
7.28% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
740,486
shares
|
$20.4 Million
16.42% of portfolio
|
Q4 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
739,374
shares
|
$20.4 Million
0.76% of portfolio
|
Q4 2024
Added 203.27%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Apr 11, 2025 Q1 2025 |
732,531
shares
|
$20.2 Million
4.79% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
719,554
shares
|
$19.8 Million
2.16% of portfolio
|
Q4 2024
Added 200.02%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
712,412
shares
|
$19.6 Million
0.23% of portfolio
|
Q4 2024
Added 188.86%
|
|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
710,433
shares
|
$19.6 Million
6.62% of portfolio
|
Q4 2024
Added 271.77%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
707,556
shares
|
$19.5 Million
1.01% of portfolio
|
Q1 2025
Reduced 34.12%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
703,581
shares
|
$19.4 Million
13.31% of portfolio
|
Q4 2024
Added 188.09%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
700,714
shares
|
$19.3 Million
2.91% of portfolio
|
Q4 2024
Added 238.24%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
700,385
shares
|
$19.3 Million
0.5% of portfolio
|
Q1 2025
Added 41.82%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Apr 07, 2025 Q1 2025 |
697,533
shares
|
$19.2 Million
14.79% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
696,932
shares
|
$19.2 Million
4.54% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
696,321
shares
|
$19.2 Million
0.48% of portfolio
|
Q4 2024
Added 213.55%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
694,966
shares
|
$19.2 Million
1.19% of portfolio
|
Q4 2024
Added 196.62%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Apr 14, 2025 Q1 2025 |
689,679
shares
|
$19 Million
11.13% of portfolio
|
Q1 2025
Added 0.06%
|